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reports:customer_ordered_shortfall [2017/07/20 00:36] – rozanna | reports:customer_ordered_shortfall [2021/08/10 11:47] – Gary Willetts | ||
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- | {{indexmenu_n> | + | {{indexmenu_n> |
- | ===== Customer ordered shortfall report ===== | + | ====== 13.07. |
- | + | ||
When you choose // Report> transactions // and then select // Customer ordered short fall report// , the transaction report like the one below will be produced. This report is used only for sales to customers. | When you choose // Report> transactions // and then select // Customer ordered short fall report// , the transaction report like the one below will be produced. This report is used only for sales to customers. | ||
- | Note that for this report to make sense the preference | + | <WRAP center round important 60%> |
+ | For this report to make sense, make sure that: | ||
+ | * The // Allow placeholder lines on customer invoices// | ||
+ | * The // Delete placeholder lines when confirming invoices// | ||
+ | </ | ||
{{ : | {{ : | ||
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// Previous: [[reports: | // Previous: [[reports: | ||
- | ==== Setting up mSupply to use the Customer Ordered Shortfall | + | ==== Setting up mSupply to use the customer ordered shortfall |
For this report to be used, you need to do the following | For this report to be used, you need to do the following | ||
* Choose //File > Preferences > Invoices2// and ensure " | * Choose //File > Preferences > Invoices2// and ensure " | ||
* Staff must enter requested amounts on invoices as placeholder lines. | * Staff must enter requested amounts on invoices as placeholder lines. | ||
* For example, a customer orders 1000 x Paracetamol syrup 60ml. You have 800 in stock, so you add 800 to the invoice, and you also add a placeholder line for 200 bottles. | * For example, a customer orders 1000 x Paracetamol syrup 60ml. You have 800 in stock, so you add 800 to the invoice, and you also add a placeholder line for 200 bottles. | ||
- | * You need to decide whether to (and if yes, how) to use the backorder system. If customers can rely on you to record shortfalls as backorders, then they will no need to re-order the shortfall in subsequent ordering cycles, as they know you will deliver it when available. | + | |
+ | <WRAP center round important 60%> | ||
+ | You need to decide whether to (and if yes, how to) use the backorder system. If customers can rely on you to record shortfalls as backorders, then they will no need to re-order the shortfall in subsequent ordering cycles, as they know you will deliver it when available. | ||
+ | |||
+ | In our experience, general custom and practice in places that use mSupply is for facilities to simply re-order stock that wasn't delivered ' | ||
+ | </ | ||
+ | |||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||